Financial Growth Workshop
Looking for an enthusiastic financial expert to teach your employees about personal finance in a fun, interactive, and simple way?
What's included in the Package?
3 2-hour workshop sessions with financial topics such as:
Money Mindset & Goal Setting
Spending Plan (Budget)
Debt and Credit
Real Estate & Mortgage
Risk Tolerance & Mgmt.
One of our advisor will go to your place of business for a full day on a monthly or quarterly basis.
Offering employees the opportunity to have access to individual sessions with a financial advisor.
(Session timeframes will be customized to meet your business needs and staffing)
**Advisor @Work service is available after The Financial Growth Workshop is completed. Call for package pricing.**
Extra Employee perks
Each employee will also have access to our Right Capital financial planning tool that tracks their financial plan and personal accounts in real time month after month to make sure they are staying on track to reach their goals!
Employees also have access to our custodial relationship with TDAmeritrade to receive special pricing and access to different investments, tools, and resources.